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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have about 10K of NFI and I'm down about 20% on it (paid close to 12K). Thinking on selling half of my NFI (5K) and using proceeds to buy 5K of Linamar. To spread the risk and also hoping to leverage the potential upside in LNR. NFI pay a 5% dividend though which is attractive (I don't need the dividends yet but at least I get paid to wait). Your thoughts on this ? Stick with NFI or split it between NFI and LNR (I guess which has the better potential for capital appreciation ?).

BTW - Love the new portfolio tools...keep up the good work.
Read Answer Asked by Randy on April 09, 2019
Q: Hi 5i:

I hold 5% positions in both and have solid gains. I was thinking of dropping one and going to RPD or FDC and raising my tech exposure to 10%. Which one would you drop from my portfolio and do you like this strategy? I have a 5% position in KXS. I am well diversified across all sectors. Thank you.

docsinc
Read Answer Asked by Tom on April 05, 2019
Q: Hello 5i,
Great job on the P.A.!! I found it extremely quick and easy to enter my data and will go through the resulting report soon.
One question I have, however, is: can I (or how do I) add our investment in our daughter-in-law's company? It is a private company and it represents slightly over 3% of our total PF. The easiest would be to add the cash value, but then I wouldn't want it categorized as Cash. One of your previous answers alluded to being able to add holdings that fall outside the box, but there were no specifics.
Also, I can't remember if you have a FAQ on the P.A. page or not, but it if not, it might help a bit.
Again, congratulations on a great job!!! Everyone at 5i should feel very proud indeed!!
Cheers,
Mike
Read Answer Asked by Mike on March 28, 2019
Q: I have a few questions about the new Portfolio Analytics service.

1. How does the Portfolio Analytics service differ from the Portfolio Review service that was offered in the past few years?

2. I don't see the Portfolio Review service anymore on your web site. Has it been cancelled?

3. A lot of personal financial information about me would be stored somewhere on your servers. How is this data protected? What is the privacy policy?

4. Has 5i Research ever been hacked?

5. Morningstar has an "Instant X-Ray" tool, which is used by Sunlife where my DCPP is held. Is your tool similar to this X-ray tool, where I can x-ray my portfolio at ANY time myself to get asset class, sector allocation, country weightings, stock style, fixed income style, etc. It's not clear to me that I will be able to do this myself at any time I want, or will I need you to "x-ray" my portfolio for me?

6. Information changes all the time with DRIPs, buy and sell transactions, etc. It would be up to me to keep the information up to date in this system. Every time I do that would I get a new report automatically pointing out over or under allocations, suggestions for improvements etc.? I guess the question is how many times in a year can I get a "second opinion" from this service?


Read Answer Asked by Paul on March 28, 2019
Q: Hello and congratulations on the new portfolio analytics roll out. I have started to enter my data. I notice the system allows Unregistered, RESP, RIFF, RRSP and TFSA. I have a LIRA should I enter this with my other RRSP holdings? I am also wondering about my wife's accounts. Should I lump them in with my holdings or is there a way to separate them? Thanks as always
Read Answer Asked by Frank on March 28, 2019
Q: You were right as GS was potential takeover,which other stocks can be takeover target?
Read Answer Asked by Nizar on March 25, 2019
Q: I was going to use the proceeds of the sale on KWH.UN and purchase SBC. (Brompton Split Banc).
Is SBC more risky than KWH? How would you rate SBC? Is
now a time to buy into LSPD as it seems to have settled down after the IPO?

Wayne
Read Answer Asked by Wayne on March 22, 2019
Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks
Read Answer Asked by Costa on March 22, 2019
Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Read Answer Asked by David on March 22, 2019
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